GAMMA Investing
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GAMMA Investing’s Union Bankshares UNB Stock Holding History

GAMMA Investing’s Portfolio UNB Stock Details UNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-17
Closed -$412 – 4397
2026
Q2 		$412 Hold
17
– – ﹤0.01% 4012
2026
Q1 		$413 Buy
+17
New +$410 ﹤0.01% 3975

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CFSG
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Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

GAMMA Investing's UNB Position: Q3 2026 in Review

GAMMA Investing sold out of Union Bankshares (UNB) in Q3 2026, closing a stake of 17 shares — an estimated $412 sold.

GAMMA Investing first reported a position in UNB in Q1 2026 and held it in 2 quarters. The position peaked at $413 in Q1 2026. 10 funds tracked by Wall St. Rank hold UNB as of Q3 2026.

  • GAMMA Investing reported no remaining Union Bankshares position as of Q3 2026 after selling out during the quarter.
  • GAMMA Investing sold 17 Union Bankshares shares in Q3 2026, an estimated $412.
  • GAMMA Investing first reported a position in Union Bankshares in Q1 2026 and held it in 2 quarters.
  • GAMMA Investing's Union Bankshares position peaked at $413 in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Union Bankshares as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.